Post Holdings, Inc.
POST
Jodie read · what matters now
Revenue increased 4.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to POST, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-09.
What improved
- Revenue increased 4.7% versus the comparable filing period.
- Operating margin improved 1.0 percentage points.
- Net income increased 30.8% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Egg product sales were down $4.9 million, or 6%, on 2% lower volumes, driven by lower average net selling prices primarily due to unfavorable product mix.”
“This increase was primarily driven by cash inflows related to fluctuations in the timing of sales and collections of trade receivables within our Post Consumer Brands and Foodservice segments, higher proceeds from the sale of equity security investments of $55.3 million (compared to purchases in the prior year period) and lower tax payments of $11.6 million.”
“Six months ended March 31, 2025 Cash used in investing activities for the six months ended March 31, 2025 was $342.2 million, primarily driven by net cash payments of $124.3 million related to the PPI acquisition and capital expenditures of $229.5 million, partially offset by proceeds from the sale of property of $12.1 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind POST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
POST is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.